Charts of the Week

December 04, 2023 - 1 min read


In this latest edition of our weekly market update:

  • Largest easing in financial conditions in 40 years;
  • The market is giving up on higher for longer…;
  • Expectations are for 12% earnings growth in 2024 in the US;
  • Sentiment is back to being overly bullish and equities are stretched;
  • Downside protection is very cheap right now;
  • Markets tend to believe in the soft landing until the very last moment;
  • Gold believes in rate cuts and closes at record highs; and
  • Investment advisors own very little gold.

Click here to read our weekly financial markets update report.


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